Compass Financial Management
OMC icon

Compass Financial Management’s Omnicom Group OMC Stock Holding History

Compass Financial Management’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.6K Buy
796
+232
+41% +$19K 0.01% 709
2026
Q2 		$43.5K Buy
+564
New +$42.5K 0.01% 712

Other funds holding OMC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Compass Financial Management's OMC Position: Q3 2026 in Review

Compass Financial Management increased its Omnicom Group (OMC) stake by 41% in Q3 2026, buying an estimated $19K and bringing the position to 796 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #709.

Compass Financial Management first reported a position in OMC in Q2 2026 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Compass Financial Management held 796 shares of Omnicom Group worth $58.6K as of Q3 2026.
  • Compass Financial Management bought 232 Omnicom Group shares in Q3 2026, an estimated $19K.
  • Omnicom Group made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #709 holding.
  • Compass Financial Management first reported a position in Omnicom Group in Q2 2026 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.